Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
No open-market purchases or sales by Otis Worldwide Corp insiders were filed in the last 90 days; 1,232 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Otis Worldwide Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,106
- +84 vs. Q3 2022
- Shares held
- 355.0M
- +528.8K (+0.1%) vs. Q3 2022
- Total value
- $27.8B
- +$5.21B (+23.1%) vs. Q3 2022
- New holders
- 159
- 300 more added
- Sold out
- 75
- 433 more reduced
23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,232 | $25.6B |
| Q1 2026 | 1,245 | $26.6B |
| Q4 2025 | 1,311 | $30.9B |
| Q3 2025 | 1,253 | $31.1B |
| Q2 2025 | 1,270 | $34.8B |
| Q1 2025 | 1,248 | $36.8B |
| Q4 2024 | 1,234 | $33.7B |
| Q3 2024 | 1,200 | $37.4B |
| Q2 2024 | 1,191 | $34.1B |
| Q1 2024 | 1,202 | $34.8B |
| Q4 2023 | 1,190 | $31.9B |
| Q3 2023 | 1,099 | $28.7B |
| Q2 2023 | 1,124 | $31.9B |
| Q1 2023 | 1,101 | $30.1B |
| Q4 2022 | 1,106 | $27.8B |
| Q3 2022 | 1,045 | $22.6B |
| Q2 2022 | 1,090 | $25.0B |
| Q1 2022 | 1,147 | $27.1B |
| Q4 2021 | 1,199 | $30.9B |
| Q3 2021 | 1,145 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 17,841 | $1.40M | 0.00% | −83−0.5% | Reduced |
| Veritable, L.P. | 17,692 | $1.39M | 0.02% | −583−3.2% | Reduced |
| CIBC World Markets Inc. | 17,684 | $1.39M | 0.01% | +2,187+14.1% | Added |
| Trust Co of Vermont | 17,579 | $1.38M | 0.10% | +52+0.3% | Added |
| Pathstone Family Office, LLC | 14,786 | $1.36M | 0.03% | +7,942+116.0% | Added |
| TBH Global Asset Management, LLC | 17,079 | $1.34M | 0.33% | −640−3.6% | Reduced |
| Selway Asset Management | 16,945 | $1.33M | 0.70% | +1,000+6.3% | Added |
| AdvisorShares Investments LLC | 16,577 | $1.30M | 0.37% | +451+2.8% | Added |
| Gabelli Funds LLC | 16,550 | $1.30M | 0.01% | −450−2.6% | Reduced |
| Seven Eight Capital, LP | 16,534 | $1.29M | 0.34% | +16,534 | New |
| Triangle Securities Wealth Management | 16,448 | $1.29M | 0.47% | −730−4.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 16,410 | $1.28M | 0.03% | +358+2.2% | Added |
| Bokf, NA | 16,351 | $1.28M | 0.02% | −914−5.3% | Reduced |
| Zurich Insurance Group Ltd | 16,100 | $1.26M | 0.02% | 00.0% | Unchanged |
| Shelter Ins Retirement Plan | 16,000 | $1.25M | 1.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,749 | $1.23M | 0.05% | −25,687−62.0% | Reduced |
| Birch Hill Investment Advisors LLC | 15,655 | $1.23M | 0.08% | +300+2.0% | Added |
| United Services Automobile Association | 15,559 | $1.22M | 0.03% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 15,500 | $1.21M | 0.58% | −3,500−18.4% | Reduced |
| Synovus Financial Corp | 15,488 | $1.21M | 0.01% | −1,258−7.5% | Reduced |
| Parsons Capital Management Inc | 15,335 | $1.20M | 0.10% | +766+5.3% | Added |
| Prudential PLC | 15,211 | $1.19M | 0.01% | +8,363+122.1% | Added |
| TrimTabs Asset Management, LLC | 15,205 | $1.19M | 0.78% | +337+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,060 | $1.18M | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 15,023 | $1.18M | 0.04% | −6,402−29.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 15,000 | $1.17M | 0.32% | 00.0% | Unchanged |
| Whittier Trust Co | 14,976 | $1.17M | 0.02% | −224−1.5% | Reduced |
| Monarch Capital Management Inc | 14,935 | $1.17M | 0.36% | −1,197−7.4% | Reduced |
| Essex Financial Services, Inc. | 14,768 | $1.16M | 0.13% | −50−0.3% | Reduced |
| Zeke Capital Advisors, LLC | 14,738 | $1.15M | 0.08% | +14,738 | New |
| Systematic Alpha Investments, LLC | 14,610 | $1.14M | 0.06% | 00.0% | Unchanged |
| Woodstock Corp | 14,465 | $1.13M | 0.15% | −327−2.2% | Reduced |
| Davenport & Co LLC | 14,412 | $1.13M | 0.01% | −276−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,272 | $1.12M | 0.00% | +194+1.4% | Added |
| Lee Danner & Bass Inc | 14,070 | $1.10M | 0.10% | −2,274−13.9% | Reduced |
| Capstone Investment Advisors, LLC | 13,828 | $1.08M | 0.03% | −14,704−51.5% | Reduced |
| NBT Bank N A | 13,814 | $1.08M | 0.16% | −434−3.0% | Reduced |
| Goelzer Investment Management, Inc. | 13,706 | $1.07M | 0.09% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 13,622 | $1.07M | 0.21% | +30.0% | Added |
| Ironwood Investment Management LLC | 13,411 | $1.05M | 0.69% | +229+1.7% | Added |
| Private Trust Co NA | 13,384 | $1.05M | 0.16% | −650−4.6% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,217 | $1.04M | 0.37% | −289−2.1% | Reduced |
| Avantax Advisory Services, Inc. | 13,148 | $1.03M | 0.01% | −150−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,057 | $1.02M | 0.03% | −2,552−16.3% | Reduced |
| Pearl River Capital, LLC | 13,019 | $1.02M | 0.17% | −10,284−44.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,001 | $1.02M | 0.16% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12,639 | $990.0K | 0.02% | −1,184−8.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12,639 | $989.8K | 0.02% | −1,184−8.6% | Reduced |
| Perigon Wealth Management, LLC | 12,612 | $987.7K | 0.06% | −3,081−19.6% | Reduced |
| Rossmore Private Capital | 12,612 | $987.6K | 0.16% | −3,533−21.9% | Reduced |
| CTC Capital Management, LLC | 12,400 | $971.0K | 1.19% | −5,300−29.9% | Reduced |
| Cetera Advisors LLC | 12,294 | $962.8K | 0.02% | −10.0% | Reduced |
| Burney Co | 12,185 | $954.2K | 0.05% | −788−6.1% | Reduced |
| Trust Co of Toledo NA | 12,143 | $950.0K | 0.18% | −305−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 12,129 | $950.0K | 0.09% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,977 | $939.0K | 0.01% | −659−5.2% | Reduced |
| Natixis Investment Managers International | 11,915 | $933.1K | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 11,904 | $932.0K | 0.03% | −1,289−9.8% | Reduced |
| Advisor Partners II, LLC | 11,770 | $921.7K | 0.06% | +608+5.4% | Added |
| Nordwand Advisors, LLC | 11,751 | $920.2K | 0.11% | +11,751 | New |
| Bayesian Capital Management, LP | 11,700 | $916.2K | 0.13% | +11,700 | New |
| Compass Wealth Management LLC | 11,520 | $902.1K | 0.30% | +11,520 | New |
| Van Hulzen Asset Management, LLC | 11,500 | $901.0K | 0.10% | −150−1.3% | Reduced |
| Blair William & Co | 11,353 | $889.1K | 0.00% | −271−2.3% | Reduced |
| Raymond James Trust N.A. | 11,299 | $885.0K | 0.03% | −963−7.9% | Reduced |
| TCW Group Inc | 11,210 | $877.9K | 0.01% | +11,210 | New |
| CWM, LLC | 11,191 | $876.0K | 0.01% | +504+4.7% | Added |
| Sather Financial Group Inc | 11,154 | $873.5K | 0.07% | +11,154 | New |
| Bollard Group LLC | 11,077 | $867.0K | 0.03% | +50.0% | Added |
| Resources Investment Advisors, LLC. | 11,047 | $865.1K | 0.03% | −130−1.2% | Reduced |
| IMA Wealth, Inc. | 11,002 | $861.6K | 0.23% | +569+5.5% | Added |
| Empirical Finance, LLC | 10,958 | $858.1K | 0.09% | +872+8.6% | Added |
| Marble Harbor Investment Counsel, LLC | 10,833 | $848.3K | 0.11% | −750−6.5% | Reduced |
| Bessemer Group Inc | 10,711 | $838.0K | 0.00% | −1,899−15.1% | Reduced |
| Park Avenue Securities LLC | 10,704 | $838.0K | 0.01% | +436+4.2% | Added |
| Boston Private Wealth LLC | 10,641 | $833.3K | 0.01% | −1,019−8.7% | Reduced |
| Principle Wealth Partners LLC | 10,640 | $833.2K | 0.09% | −450−4.1% | Reduced |
| Winton Group Ltd | 10,445 | $817.9K | 0.05% | +3,521+50.9% | Added |
| Oppenheimer & Co Inc | 10,431 | $816.9K | 0.02% | +637+6.5% | Added |
| Abbrea Capital, LLC | 10,316 | $807.8K | 0.15% | +45+0.4% | Added |
| Cetera Investment Advisers | 10,141 | $794.1K | 0.01% | +4,106+68.0% | Added |
| Cypress Capital Group | 10,038 | $786.1K | 0.12% | +2,935+41.3% | Added |
| Canal Insurance CO | 10,000 | $783.0K | 0.22% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,966 | $780.4K | 0.02% | −11−0.1% | Reduced |
| Toews Corp | 9,900 | $775.3K | 0.38% | +9,900 | New |
| Security National Bank of So Dak | 9,852 | $772.0K | 0.56% | +1,769+21.9% | Added |
| Venture Visionary Partners LLC | 9,575 | $749.8K | 0.05% | −318−3.2% | Reduced |
| Bleakley Financial Group, LLC | 9,534 | $746.6K | 0.03% | +9,534 | New |
| Fractal Investments LLC | 9,400 | $736.1K | 0.18% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,362 | $733.2K | 0.03% | +590+6.7% | Added |
| Williams Jones Wealth Management, LLC. | 9,337 | $731.2K | 0.01% | −28−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,288 | $727.0K | 0.02% | +3,153+51.4% | Added |
| Old National Bancorp | 9,267 | $726.0K | 0.02% | −1,544−14.3% | Reduced |
| Argent Trust Co | 9,154 | $716.9K | 0.05% | −46−0.5% | Reduced |
| Bridges Investment Management Inc | 9,140 | $715.8K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 9,113 | $713.6K | 0.01% | −542−5.6% | Reduced |
| Glenview Trust Co | 9,091 | $711.9K | 0.02% | −26−0.3% | Reduced |
| Home Federal Bank of Tennessee | 8,971 | $702.5K | 0.27% | +326+3.8% | Added |
| Philadelphia Trust Co | 8,924 | $699.0K | 0.07% | +20+0.2% | Added |
| Toroso Investments, LLC | 8,929 | $699.0K | 0.03% | +406+4.8% | Added |